+3,072.4%
SMCI vs BA
+165.4%
+2,907.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.1% |
| 7D | -11.5% | 0.0% | -11.5% | -11.5% |
| 30D | -33.6% | -8.9% | -24.7% | -31.2% |
| 3M | -11.7% | -25.5% | +13.9% | +0.3% |
| 6M | -21.4% | -27.0% | +5.5% | -9.8% |
| YTD | -5.1% | -20.1% | +15.1% | +5.0% |
| 1Y | -30.9% | -11.0% | -19.9% | -27.5% |
| 3Y | +4.5% | -11.8% | +16.3% | +6.9% |
| 5Y | +534.2% | -20.6% | +554.8% | +555.7% |
| 10Y | +1,062.8% | +26.6% | +1,036.1% | +603.0% |
| All | +3,072.4% | +165.4% | +2,907.0% | +794.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling